HIGH-LEVEL FUNCTIONALITY

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KEY FUNCTIONALITY

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NUMBER OF FIRMS, USERS & KEY ACCOUNTS

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OTHER PRACTICE AREAS:

Mortgage Practice Management

OTHER PRACTICE AREAS:

Financial Planning/Cash Flow/Retirement Planners

Portfolio Analysis
Portfolio Rebalancing
Switching Analysis

Quotation Portals

Research Systems

Mortgage Sourcing

Wealth Management

RegTech

Report Generation

Equity Release

Secure Communications

Smarter Communications

INSIGHTS:

WEALTH MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: d1g1t

Wealth Management Systems - d1g1t Website www.d1g1t.com  Phone N/A Email [email protected]  HIGH-LEVEL FUNCTIONALITY  CRM 3rd Party / Integration  Portfolio Monitoring Own Functionality Accounting 3rd Party / Integration  Trading Own Functionality Financial...

SECURE COMMUNICATION SYSTEMS SUPPLIER/SOFTWARE: Legado

SECURE COMMUNICATION SYSTEMS - LEGADO Website www.joinlegado.com  Phone N/D Email [email protected]  HIGH-LEVEL FUNCTIONALITY End to End Encryption Own Functionality Master Access (Company Admin) Own Functionality Supports Internal Messages Own Functionality...

CLIENT PORTALS SUPPLIER/SOFTWARE: PlanHappy

PLANHAPPY Website planhappysoftware.co.uk Phone 01642 062 358 Email [email protected] HIGH-LEVEL FUNCTIONALITY Access to view personal details Own Functionality Ability to amend personal details Own Functionality View products and investments Own Functionality...

WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: PlanHappy

PLANHAPPY Website planhappysoftware.co.uk Phone 01642 062 358 Email [email protected] HIGH-LEVEL FUNCTIONALITY Fact Finding Own Functionality Document Storage Own Functionality Product data Own Functionality Service Standard creation Own Functionality Valuations...

CLIENT PORTALS SUPPLIER/SOFTWARE: FinCalc

FINCALC Website www.fincalc.co.uk Phone 01206 803210 Email [email protected] HIGH-LEVEL FUNCTIONALITY Access to view personal details Own Functionality Ability to amend personal details Own Functionality View products and investments Own Functionality Portfolio...

SECURE COMMUNICATION SYSTEMS SUPPLIER/SOFTWARE: MYWEALTHCLOUD – The Document Portal

SECURE COMMUNICATION SYSTEMS - MYWEALTHCLOUD THE DOCUMENT PORTAL Website www.docportal.co.uk Phone 01494 683 777 Email info@doc​portal.co.uk  HIGH-LEVEL FUNCTIONALITY End to End Encryption Own Functionality Master Access (Company Admin) Own Functionality Supports...

FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: FinCalc

FINCALC Website www.fincalc.co.uk Phone 01206 803210 Email [email protected] HIGH-LEVEL FUNCTIONALITY Income & expenditure projections Own Functionality Portfolio projections based on underlying asset growth rates No Functionality Create multiple goals and...

Masterclass: Things you must do for cyber security

BACK TO CONFERENCE SESSIONSWhat  is EATT?Masterclass: Things you must do for cyber securitySpeaker Ian McKennaFounder - FTRC Chris DaviesExecutive Director - Finanical Lines Group HowdenLearning Objectives What new threats have emerged in the cyber security market in...

What will the winners and losers look like in the platform market – Plenary

BACK TO CONFERENCE SESSIONSWhat  is EATT?What will the winners and losers look like in the platform market?Speaker Jason GreenModerator - Chief Commerical Officer - FTRC Anthony CartyDirector - Clifton Asset Management Paul FeeneyGroup CEO - Skerritts James...

The Increasing use of cashflow planning in financial services – Plenary

BACK TO CONFERENCE SESSIONSWhat  is EATT?The Increasing use of cashflow planning in financial adviceSpeaker Martin McKennaModerator - Consultant - FTRC Andrew MooreManaging Director - Goodmans Financial Planning Oliver BourkeManaging Director - Mercury WealthLearning...